Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2040 Fund (i) in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIGHT FUTURE ELECTRIC, LLC BRIGHT FUTURE ELECTRIC 401(K) PLAN | BIRMINGHAM AL | 685 | $13.8M | $1.2M |
